About the Role
This role offers the opportunity to join the Partnership Tax team, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help to guide their clients through M&A transactions and capital account analysis, all while delivering digitally-enabled services in conjunction with our world-class tax technology offerings.
Responsibilities
- Advise clients on a full range of partnership tax services, including planning, research, compliance, allocations, and general transactional activities
- Assist with new business development, extended service, and tax issue recognition for existing clients
- Develop, motivate, and train staff level team members
- Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to clients and develop and sustain strong client relationships
- Keep up to date on current tax practices and changes in tax law
- Review research findings and ensure conclusions are consistent with firm policies and professional standards
- Build relationships across lines of business to ensure excellent client service through an integrated service approach
- Provide detailed review and analysis of complex tax returns
- Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm
- Serve as the Tax client service coordinator for appropriate clients
- Advise clients on a full spectrum of tax services, including planning, research, compliance, and general mergers and acquisitions activities
- Manage corporate client needs with respect to tax services and federal and state tax compliance
Requirements
- Bachelor’s Degree in accounting or business-related field
- CPA license in one’s principal place of business/home state, licensed J.D. or Enrolled Agent
- At least 10 years of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities
- Experience in public accounting with at least 8 of those years focusing on partnership taxation
- Experience with one or more of the following: S-Corps or Partnerships/LLCs
- Effective verbal and written communication skills
- Strong Microsoft Excel and Word skills required
- A proven record of building profitable, sustainable client relationships, simultaneously managing multiple projects and engagement teams for various clients
- Project management and critical thinking skills
- Outstanding organizational and time management skills; ability to prioritize multiple assignments
- Working knowledge of tax code and technical aspects of tax preparation and compliance
- Strong technical skills in accounting and tax preparation and industry specialization
- Ability to handle multiple tasks simultaneously
- Experience in dealing with international tax matters would be a plus
- Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) and tax preparation technology (CCH Axcess preferred)
- Experience with partnership taxation
- Experience/familiarity with capital account analysis
- Experience/familiarity with 704 ©, 754 matters and M&A implications related to PPA
- International tax matters K-2/K-3 reporting
Skills
- Partnership Tax
- Tax Strategy
- Tax Compliance
- M&A Transactions
- Capital Account Analysis
- Microsoft Excel
- Microsoft Word
- Project Management
- Critical Thinking
- Organizational Skills
- Time Management
- Tax Preparation
- Tax Research
- International Tax Matters
- 704 ©
- 754 matters
- PPA
Location
- Remote
Work Type
- Full-time
Experience Level
- 10+ years of corporate federal tax compliance and tax consulting experience
- 8+ years focusing on partnership taxation
Education Level
- Bachelor’s Degree in accounting or business-related field
- CPA license
- Licensed J.D.
- Enrolled Agent
Salary/Compensations
- $126,100 - $253,000
Benefits
- Competitive benefits and compensation package
- Flexibility in schedule
- Discretionary bonus based on firm and individual performance
About the Company
- The leading provider of professional services to the middle market globally.
- Purpose is to instill confidence in a world of change, empowering clients and people to realize their full potential.
- Exceptional people are the key to unrivaled culture and talent experience and ability to be compelling to clients.
- Offers an environment that inspires and empowers thriving both personally and professionally.
Equal Opportunity
- RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
- Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
- RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
- RSM will consider for employment qualified applicants with arrest or conviction records.
- For those living in California or applying to a position in California, please click here for additional information.
